Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,365 | $56,894-66.0% | $84,753-77.2% | $62,881-69.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.04% | 6.30%-1.3pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $5,514 | $2,400+129.8% | $3,574+54.3% | $2,281+141.7% |
| Participant deferral / active EE | $529 | $2,709-80.5% | $3,712-85.7% | $3,203-83.5% |
| Admin fee / account holder | $987 | $3,581-72.4% | $5,333-81.5% | $4,296-77.0% |